Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUST CO | COM | 1551 | $26,519 | 338 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CENTER FOR FINANCIAL PLANNING INC | COM | 1552 | $26,128 | 333 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CSAT INVESTMENT ADVISORY LP | COM | 1553 | $31,000 | 332 | 0.03 | 332 | +Inf | 03-31-2021 | |
PINNACLE FINANCIAL PARTNERS INC | COM | 1554 | $26,936 | 328 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |